Templates / ERP AI chatbot for Odoo sales module with OpenAI

ERP AI chatbot for Odoo sales module with OpenAI

Needs changes

by Mihai Farcas ✓ · 28,610 views · created 2024-07-10 · CRM, AI Chatbot

Needs changes. This template uses 2 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes), OpenAI Model. 2 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 15 nodes and runs on a schedule (every day) (plus 1 other trigger). Along the way it connects OpenAI Chat Model, Odoo and OpenAI Model.

How it runs

Trigger: On a schedule (every day) (plus 1 other trigger).

  1. Get All Opportunities from Odoo (Odoo): get many (opportunity)
  2. Read Summary From File (Read/Write Files from Disk): reads a file from disk
  3. Merge Opportunities (Aggregate): combines items into one
  4. If: checks a condition and branches into true / false
  5. Summarize Opportunities (Summarization Chain): summarizes text with AI, with model: OpenAI Summarization Model
  6. Extract Text From File (Extract from File): extracts data from a file (text)
  7. Convert to File: converts data to a file (to text)
  8. AI Conversational Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Calculator); memory: Window Buffer Memory
  9. Save Summary to File (Read/Write Files from Disk): writes a file to disk

Services it uses

OpenAI Chat ModelOdooOpenAI Model

Before you upgrade to n8n 3.0

2 things in this workflow are removed in n8n 3.0. Fix them before you upgrade:

  • AI Agent v1 (old agent modes) in AI Conversational Agent (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
  • OpenAI Model in OpenAI Summarization Model: replace with OpenAI Chat Model.

Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).

Removed in 3.0Replace with
AI Agent v1 (old agent modes)
AI Conversational Agent (v1.6)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
OpenAI Model
OpenAI Summarization Model
OpenAI Chat Model

Nodes used (14)

From the author

Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. Use Case To have a clear overview of your sales data in Odoo you typically needs to extract data from it manually to analyse it.…

Excerpt from Mihai Farcas's description on n8n.io.

View the original on n8n.io → Check your own copy

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